Total Rebalance Expert (tRx)

Total Rebalance Expert (tRx) is a San Diego based software development firm that specializes in Software and Service solutions for independent investment advisors. TRX Office Management offers outsourced rebalancing (tRx) and portfolio management (tPx). tRx, an industry leading Portfolio Rebalancing Software is loaded with tax efficiencies, accuracy, quality control measures, and customizable features to match a firm’s intricacies and their clients’ varied needs. tPx is an intuitive Portfolio Management System for investment tracking and performance measurement. Whether outsourced to our expert staff or managed in house, tRx and tPx are easily accessed and managed via an intuitive user interface.